Which returned more over the last year, IWM or VDE?

In the year to Oct 28, 2026, with distributions reinvested, IWM returned +14.1% and VDE +58.8%.

Which is cheaper, IWM or VDE?

VDE is cheaper, by 0.10 percentage points a year. That is about $10 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do IWM and VDE overlap with the S&P 500?

By their latest filed holdings, 0% of IWM and 81% of VDE by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

IWM vs VDE: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IWM returned +14.1% to VDE's +58.8%; 6% of their weight is in the same names.

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Net assets: $75.5bn on Oct 27, 2026 for iShares Russell 2000 ETF, and $10.4bn on Sep 30, 2026 for Vanguard Energy ETF.

IWM on its own →VDE on its own →

At a glance

+14.1%

IWM total return, 1 year

+58.8%

VDE total return, 1 year

0.19%

IWM expense ratio

0.09%

VDE expense ratio

Pair scorecard

VDE costs 0.10 points a year less; their one-year returns differ by 44.7 points; IWM is 7.5 times larger.

IWM vs VDE: Differences, Returns & Fees
Measure	IWM	VDE
Return
Measure	IWM	VDE
Total return, 1 year	+14.1%	+58.8%
Drawdown
Measure	IWM	VDE
Below its high	7.6%, high on Aug 14, 2026
Benchmark
Measure	IWM	VDE
What it tracks	Russell 2000 Index	MSCI US Investable Market Index (IMI)/Energy 25/50
Cost and size
Measure	IWM	VDE
Expense ratio	0.19%	0.09%
Net assets, as of Sep 30, 2026	$78.0bn	$10.4bn
Holdings
Measure	IWM	VDE
Holdings in common	6%
Top ten holdings, share of the fund	3.3%	67.1%

Holdings in common uses holdings dated Sep 30, 2026 and Oct 27, 2026. Method

What they share

By the books each fund has filed, IWM and VDE hold 6% of their money in the same securities at the same weight. Holdings dated Sep 30, 2026 and Oct 27, 2026.

50%

0 half 100%

half

6% in common

Positions both hold · largest shared weight first IWM VDE

SM ENERGY 0.32% 0.33%

PBF ENERGY CLASS A 0.24% 0.32%

MAGNOLIA OIL GAS CORP CLASS A 0.21% 0.24%

TRANSOCEAN 0.21% 0.22%

MURPHY OIL 0.20% 0.23%

CNX RESOURCES 0.19% 0.19%

VALARIS LTD 0.19% 0.21%

ARCHROCK 0.18% 0.22%

NOBLE CORPORATION PLC 0.19% 0.17%

CORE NATURAL RESOURCES 0.16% 0.20%

INTERNATIONAL SEAWAYS 0.16% 0.23%

KODIAK GAS SERVICES INC 0.16% 0.23%

Only in one fund ↓

Only in IWM

JFROG 0.37%

GLAUKOS 0.35%

TWIST BIOSCIENCE 0.35%

MOOG INC CLASS A 0.34%

BRIGHTSPRING HEALTH SERVICES INC 0.33%

UMB FINANCIAL 0.33%

10X GENOMICS CLASS A 0.31%

RYMAN HOSPITALITY PROPERTIES REIT 0.30%

Only in VDE

ExxonMobil Holdings Corp 22.88%

Chevron Corp 14.42%

ConocoPhillips 5.87%

Marathon Petroleum Corp 4.46%

Valero Energy Corp 4.45%

Phillips 66 3.94%

Williams Cos Inc 3.16%

EOG Resources Inc 2.85%

Check overlap with more funds →

Side by side

IWM iShares Russell 2000 ETF VDE Vanguard Energy ETF

Where it sits Stock ETF Stock ETF

Issuer iShares Vanguard

What it is Tracks the Russell 2000 Tracks an index of Energy

Total return, 1 year +14.1% +58.8%

Its benchmark over the same days +14.3% (VTWO) +59.0% (FENY)

Gap to its benchmark −0.2 pts vs VTWO −0.2 pts vs FENY

Expense ratio 0.19% 0.09%

Already in the S&P 500 0.0% 81.2%

Holdings 1977 113

Net assets, IWM as of Oct 27, 2026 and VDE as of Sep 30, 2026 $75.5bn $10.4bn

IWM and VDE on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Alert

About each fund

IWM

IWM tracks the Russell 2000. Over the year to Oct 28, 2026 it returned +14.1% with distributions reinvested, against +14.3% for its benchmark, the Russell 2000 Index. The prospectus expense ratio is 0.19% a year. By its holdings published by its issuer for Oct 27, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 1,977 positions, with the top ten at 3.3%. It sat 7.6% below its high of Aug 14, 2026 on Oct 28, 2026.

VDE

VDE tracks an index of Energy. Over the year to Oct 28, 2026 it returned +58.8% with distributions reinvested, against +59.0% for its benchmark, the MSCI US Investable Market Index (IMI)/Energy 25/50. The prospectus expense ratio is 0.09% a year. By its holdings published by its issuer as of Sep 30, 2026, 81% of the fund by weight is stocks the S&P 500 also holds, across 113 positions, with the top ten at 67.1%.

Questions people ask

Which returned more over the last year, IWM or VDE?: In the year to Oct 28, 2026, with distributions reinvested, IWM returned +14.1% and VDE +58.8%.
Which is cheaper, IWM or VDE?: VDE is cheaper, by 0.10 percentage points a year. That is about $10 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IWM and VDE overlap with the S&P 500?: By their latest filed holdings, 0% of IWM and 81% of VDE by weight is stocks the S&P 500 already holds.

Other comparisons

IWM vs IYE IWM vs XOP IWM vs XLE IWM vs XLU VB vs VDE VDE vs VTWO IJR vs VDE IWC vs VDE

Where to next

IWM on its own →VDE on its own →Hold both: look the portfolio through →Rankings →IWM dividend history →IWM holdings →VDE dividend history →VDE holdings →Standards and sources →

Sources and dates

IWM filings on SEC EDGAR ↗

IWM prospectus with the expense ratio (SEC) ↗

iShares page for IWM ↗

VDE filings on SEC EDGAR ↗

VDE prospectus with the expense ratio (SEC) ↗

Vanguard page for VDE ↗

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, IWM against VDE, data as of Oct 28, 2026. https://etfiq.com/compare/any/iwm-vs-vde

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.